Like the Prod/Tech onsite, this month’s features are electric!
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This popular user request enables more accurate RMD values by (1) accounting for end of year balances of the prior year and (2) allowing users to indicate RMDs already taken. Read more…
Questions? Chandradeep Sama, John Costello, Josh Belfiore | Releasing Aug. 27
This work involves making a number of enhancements / updates to our sample clients. Read more…
Questions? Michelle Riiska, Chandradeep Sama, Josh Belfiore | Releasing Aug. 27
Flourish provides a cash management solution for advisors’ client to earn a better return on their cash. This integration with Flourish will help advisors demonstrate their value to their clients by offering a cash management product that the clients otherwise wouldn’t have access to. These capabilities enhance our eMoney offering, but also offer a new revenue opportunity via a revenue share. This enhancement also introduces an optimizer into Decision Center’s “Insights” area and an Analytics chart. Read more…
Questions? Alexis Tiensivu, Luke White | Releasing August 27th
Check out the full inventory here: Read more…
Questions? Pam Still | 7/30/24 – 8/22/24
Objective: Identify usability issues and determine improvements for the client scorecard. 2024.02.22 Scorecard Beta Interview Summary.docx
Questions? Cara Woodland, Julie Strubel, Alex Mauritz
Objective: Understand current Needs Analysis ease of use and findability. Report Needs Analysis Usability Study 2024.pptx
Questions? Cara Woodland, Julie Strubel, Alex Mauritz
Objective: Measure the value, metrics, touchpoints and delivery of collaborative planning. Report – Summit Research Collaborative Planning – Planning Better Together – MR – June 2024.pptx
Questions? Linda Sikora
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